Fundraising CRM

1. Click Create Round in the top right. (If this is your first round, click Create Your First Round in the empty state.)
2. The Create New Round dialog opens. Fill in:
   • Round Name (required) — for example "Series A Round 2025" or "Partnership Opportunities".
   • Description — a few lines about who this round is for.
   • Funding Round Type — pick from Seed, Series A, Series B, bridge, and so on. This labels the round for reports.
   • Fundraise Target — choose the currency and enter the amount you're raising. The round card will show a progress bar towards this goal.
   • Pre-Money Valuation — your valuation, or the valuation cap if you're using SAFEs or convertible notes.
   • Default Round — toggle on if new deals should drop into this round by default.
   • Shared Access — pick which teammates can see this round. Leave empty to keep it to yourself plus admins.
3. Click Create Round. Nautis creates a set of default stages (for example, Lead, Contacted, Meeting, Term Sheet, Committed, Passed) — you can customize them later.

Each round card on the Fundraising CRM page shows:

• The round name and any Default badge.
• A Deals count, Committed count, Passed count, and total Raised (rolled up in USD).
• A target-progress bar with the percentage committed. If you exceed the goal, you'll see an Oversubscribed badge.
• The pre-money valuation, when set.
• Who created the round and when.

Click anywhere on a card to open that round. It opens on Raise HQ. Switch to the deal board with Pipeline at the top of the round.

Use the small Lock icon on a card to Close a round (no new deals can be added). The icon turns into an Unlock so you can reopen it later. Use the Pencil icon to edit round details.

Raise HQ is the round's home page and the first thing you see when you open a round.

1. The stage tracker at the top runs Prepare, Target list, Outreach, Meetings, Lead & terms, Diligence, Close. Nautis sets the stage from your pipeline. To set it yourself, click Override stage, and to undo that, Change stage > Back to automatic.
2. The next card shows progress toward your target, with Committed and Soft-circled amounts, and Edit round.
3. Click the main button on that card. It reads Run my raise, Draft today's follow-ups, or Fix readiness first, depending on where the round stands. Nautis reports back in Here's what Nautis did: "Nothing is sent to investors without your approval."
4. Work through Follow up today: Approve & send or Reject what Beacon prepared, Draft follow-up, Done, or Dismiss.
5. Check the rest of the page as you need it:
   • Funnel — investors and money by stage. Open pipeline takes you to the board.
   • Suggested investors — matches you can add to the round.
   • Readiness — your Investor Readiness score, with Details.
   • Materials — link your deck and data room to the round with Manage.
   • Who's reading — "Data room and deck activity, last 7 days".
   • Investor updates — "Monthly during a raise · shared only when you choose".
   • Closing checklist — Terms and paperwork and Money and records, adapted to your instrument: "guidance, not legal advice".

There are two ways to add a deal.

From Find Investors

1. Open Find Investors, click an investor to open their profile, and click Add to Pipeline. See the Find Investors guide for the full flow.
2. The deal form pre-fills name, type, check size, website, LinkedIn, and a description from the investor's profile.

Directly inside a round

1. Open the round.
2. Click the Add Investor button at the top of the round.
3. Fill in:
   • Investor / firm name (required).
   • Source (required) — for example referral, cold outreach, warm intro, accelerator, demo day.
   • Investor Type (required) — VC, angel, family office, accelerator, etc.
   • Check Size (required) — what you expect them to invest, in the round's currency.
   • Lead Partner — the specific partner you're talking to.
   • Currency — defaults to the round currency.
   • Contact — link an existing contact from your Nautis contacts, optional.
   • Description — context, history, or notes that don't belong in a single field.
4. Click Add Investor. The new deal lands in the first stage of the round.

The round's Pipeline view shows a Kanban board with a column for each stage.

• Drag and drop a deal card from one column to the next as your conversation progresses.
• Click a card to open the deal detail panel.
• Use the column header to see how many deals and how much committed value sits in each stage.

To rename, reorder, add, or remove stages, open the round's Manage Stages option from the header actions. Mark a stage as Won (committed) or Lost (passed) so it counts towards the round's totals correctly.

Click a deal to slide open the deal detail panel. Across the top, you'll see tabs:

• Details — stage, source, investor type, check size, currency, lead partner, description, and any custom fields. The AI Outreach Draft button at the top can generate a tailored opener you can copy.
• Notes — add private notes about the conversation, decisions, or next steps.
• Activity — a chronological log of stage changes, emails, calls, meetings, and edits.
• Meetings — schedule a meeting linked to this deal so it shows up in the Nautis calendar.
• Comments — discuss the deal with teammates who share access.
• Files — attach pitch decks, term sheets, data room links, NDAs, and other documents.

Edit the deal at any time with the Edit button at the top of the panel. The Stage can be changed in-place from the panel header.

• Use the Meetings tab on a deal to record upcoming or past calls. Meetings show up on the Nautis calendar.
• Use the Activity tab to scan everything that's happened — including emails sent and stage transitions.
• Use the AI Outreach Draft button on the Details tab when you want a starting point for a first email or follow-up.

1. Open the deal.
2. Switch to the Files tab.
3. Drop a file onto the upload area or click to pick one. Pitch decks, term sheets, financial models, and signed NDAs all live here.
4. Use the Data Rooms module for a more secure, link-controlled space when you need to share larger document sets — see the related guide.

1. On the Fundraising CRM page, hover the round card.
2. Click the Lock icon to close the round, or the Unlock icon to reopen one.
3. Confirm in the dialog. Closed rounds keep all their data but block new deals.